If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Return on equity, often abbreviated as ROE, is a financial metric used to judge the strength of a business by answering this key question: How much profit does it generate as a function of the cash it ...

Making good investments in projects and long-term assets is an important part of growing a small business. You can use internal rate of return, or IRR, to help you make such investment decisions. IRR ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Suzanne is a content marketer, writer, and ...

Total return includes both capital gains and dividends, providing a comprehensive view of stock performance. Expressing total return as a percentage or dollar value helps compare various investments ...